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Ishares Tr edge us fixd inm shares owned by SWMG

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by SWMG from 13F filings

Historical chart of SWMG investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by SWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by SWMG

Quarter filed Position value Share count Share price at filing
2026-03-31 $728k 8.2k 89.00

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Core Msci Total (IXUS)

View all positions for SWMG

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
LPL Financial
Alpine Bank Wealth Management
BlackRock
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
Janney Montgomery Scott
Envestnet Portfolio Solutions
Ameriprise Financial
Bank of New York Mellon
CWM
Resources Investment Advisors
Mml Investors Services
Mcmorgan & Co

View all funds holding Ishares Tr edge us fixd inm